Trust Tax Return

Step 2 of 5

Trust Income

Income received by the trust

Business / trading income

$

Rental income

$

Interest income

$

Dividend income

$

Capital gains

$

Other income

$

Trust expenses (deductible)

$

Step 3 of 5

Trust Distributions

How income was distributed

List each beneficiary and the amount distributed to them during the year. A resolution must have been passed before 30 June.

Beneficiaries

Beneficiary nameTFNDistribution amount

Beneficiary 1

Beneficiary name

TFN

Distribution amount

$

Was a distribution resolution passed before 30 June?

YesNo — trust taxed at top marginal rate

Step 4 of 5

ATO Agent Nomination

Authorise Eightco with the ATO

By completing this section, you authorise Eightco to lodge returns, correspond with the ATO, and act on your behalf for tax matters.

Eightco — Registered Tax Agent

Tax Agent Registration No.: 26334839
ASIC Registered Agent No.: 52563
Brisbane: 5 Maclean Cl, Fitzgibbon QLD 4018 · 07 3180 8862
Sydney: 8 Swift Ave, Leppington NSW 2179 · 0420 694 101
Email: hello@eightco.com.au

I authorise Eightco (Tax Agent No. 26334839) to act as my/our registered tax agent with the ATO for all tax mattersRequired *

Previous tax agent name (if any)

Any outstanding ATO debts or payment arrangements?

YesNo

Step 5 of 5

Declaration & Signature

Review and sign to submit

Anything else we should know?

Declaration

All information provided to Eightco is true and correct.
I authorise Eightco (Reg. Tax Agent No. 26334839) to act on my behalf.
I understand it is an offence to provide false or misleading information to the ATO.

Terms of Engagement

We will provide the requested services based solely on the information you provide, exercising reasonable care and skill. You must provide complete and accurate information. Fees are agreed prior to commencement. All information is kept strictly confidential. Liability is limited to the fee paid for the engagement. This engagement is governed by the laws of Queensland, Australia. Last updated June 2025 — Eightco.

Full name *

Date (DD/MM/YYYY) *

Signature — run cursor or finger across the box *

Sign here ✍

I confirm all information is true and correct and I agree to the Terms of Engagement above *

Tax Agent Declaration — Eightco

This return has been prepared in accordance with the information provided by the client.
We are registered with the Tax Practitioners Board (TPB) under the Tax Agent Services Act 2009.
We comply with the Code of Professional Conduct and maintain professional indemnity insurance.
Eightco (formerly AK Accounting Solutions) t/as Eightco — Tax Agent No. 26334839 · ASIC 52563
Brisbane: 5 Maclean Cl, Fitzgibbon QLD 4018 · 07 3180 8862
Sydney: 8 Swift Ave, Leppington NSW 2179 · 0420 694 101

Trust Details

Trust Income

Trust Distributions

ATO Agent Nomination

Eightco — Registered Tax Agent

Declaration & Signature

Declaration

Tax Agent Declaration — Eightco

Trust Tax Return

Trust Details

Trust Income

Trust Distributions

ATO Agent Nomination

Eightco — Registered Tax Agent

Declaration & Signature

Declaration

Tax Agent Declaration — Eightco